Paul Turner Cfp® Email and Phone Number
Paul Turner Cfp® work email
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Paul Turner Cfp® personal email
For 17 years I have helped clients simplify complex financial situations brought about by significant life change events including building careers and businesses, retirement, marriage separation, death of a loved one and growing families wanting to grow and protect their future.Traditionally, most people expect a financial planner’s ability to be tied to just investment performance or money.Whilst these things are important, most seek more when planning for the future.My clients seek an approach to advice that provides outcome aligned to their values and sense of purpose for the life they seek to live.Firstly, I help clients create clarity with the planning issues for now and into the future. Much of what we discuss is around identifying the desired lifestyle by understanding the present and past journey as we lay the future path together.Secondly, many of my clients appreciate a sense of self discovery, exploring the skills to be more effective with the financial resources they have available.They next seek insights and perspectives. This is a realisation of the financial resources they have now, and awareness of the resources they will need in the future. Finally, I work as an ongoing partner with my clients - helping reduce fear of ever running out of money. Over time and as life changes we’re able to adjust the plans and strategies to better reflect changing needs.My value comes from a mutual understanding of life not being a rehearsal and its challenges over time. My clients are people with real dreams and concerns – not funds invested. Investment management or financial planning isn’t what I do – but how I do it!I was recognised in 2019 and 2016 as a Finalist in the FPA AFP Financial Adviser of the Year, Beddoes Institute 2015 Most Trusted Advisers and the 2013 FPA Financial Planner AFP Best Practice Award WA runner up.Paul Turner and Wealth Wise Pty Ltd ABN 70 104 359 211 are a Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Wealthwise Financial Planning
View- Website:
- wealthwise.com.au
- Employees:
- 24
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Team LeaderWealthwise Financial Planning Oct 2013 - PresentOsborne Park, Western Australia, AustraliaReporting to the Practise Principal and General Manager, I lead a team of advisers and CSMs to implement and coordinate strategies to support our team to deliver exceptional client experiences and ultimately outcomes. -
Financial PlannerWealthwise Financial Planning Oct 2007 - PresentOsborne Park, Western Australia, AustraliaWealthwise is an award winning financial planning practise winning Financial Wisdom's Western Australia 2015 Practise of the Year and the National 2013 Quality Advice Award. Wealth is an ideal that many people aspire to. However the experience is not so much growing wealth or financial independence but more what it can buy. For most of us it is the lifestyle we choose and the financial freedom to make decisions that will benefit the way we want to live our desired lifestyle.Since 1986 we have been helping clients achieve their desired lifestyle. The experience and knowledge we have gained over that time allows our clients to trust our ability to help them successfully achieve their financial and lifestyle objectives. -
Smsf Specialist AdviserSmsf Association Mar 2019 - Present
Paul Turner Cfp® Skills
Paul Turner Cfp® Education Details
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Financial Planning And Services -
Smsf AssociationSmsf Specialist Adviser -
Graduate Diploma Of Business -
Associate Diploma Of Accounting -
Advanced Dip Of Financial Planning
Frequently Asked Questions about Paul Turner Cfp®
What company does Paul Turner Cfp® work for?
Paul Turner Cfp® works for Wealthwise Financial Planning
What is Paul Turner Cfp®'s role at the current company?
Paul Turner Cfp®'s current role is CERTIFIED FINANCIAL PLANNER® | I help people to grow their wealth and to take back their time..
What is Paul Turner Cfp®'s email address?
Paul Turner Cfp®'s email address is pa****@****.com.au
What schools did Paul Turner Cfp® attend?
Paul Turner Cfp® attended Kaplan Professional, Smsf Association, Edith Cowan University, South Metropolitan Tafe, Kaplan Professional.
What skills is Paul Turner Cfp® known for?
Paul Turner Cfp® has skills like Wealth, Financial Advisory, Retirement Planning, Investments, Strategic Financial Planning, Pensions, Insurance, Superannuation, Wealth Management, Financial Planning, Income Protection, Finance.
Who are Paul Turner Cfp®'s colleagues?
Paul Turner Cfp®'s colleagues are Erin Britton, Michael Scaffidi, Trent Gulley, Yogita Patel, Peter Derrett, Gus Sadri, Beverley Boyd.
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